The Exit Planning Coach
About This Learning Lab
Business owners complain about employees who won’t make decision, but they get great satisfaction from exacerbating the problem by continuing to make decisions for them. Most advisors are business owners, and suffer from the same issue. They complain that their clients aren’t implementing their advice, but they continue to give advice without seeking sufficient input from the client. This session will discuss how to create a better planning partnership with your client by using proven coaching techniques to encourage their buy in to your process.
Position yourself and the MOST trusted advisor
Facilitate deeper client understanding
Enhance your current service offerings
Provide structured entry to other advisory work
Increase referrals from other professionals